Instrumental Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Instrumental Wealth, LLC holds 13,597 shares of PFF stock, worth $420,011. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,597
Previous 9,112 49.22%
Holding current value
$420,011
Previous $282 Million 51.0%
% of portfolio
0.3%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$30.67 - $32.13 $137,554 - $144,103
4,485 Added 49.22%
13,597 $426 Million
Q2 2025

Jul 16, 2025
BUY
$29.0 - $30.68 $3,393 - $3,589
117 Added 1.3%
9,112 $282 Million
Q1 2025

Apr 28, 2025
BUY
$30.73 - $32.26 $5,224 - $5,484
170 Added 1.93%
8,995 $272 Million
Q4 2024

Feb 24, 2025
SELL
$31.23 - $33.51 $1,217 - $1,306
-39 Reduced 0.44%
8,825 $279 Million
Q3 2024

Oct 15, 2024
BUY
$31.18 - $33.5 $498 - $536
16 Added 0.18%
8,864 $296 Million
Q2 2024

Jul 26, 2024
BUY
$30.65 - $32.13 $33,071 - $34,668
1,079 Added 13.89%
8,848 $280 Million
Q1 2024

May 29, 2024
SELL
$31.12 - $32.54 $14,004 - $14,643
-450 Reduced 5.48%
7,769 $245 Million
Q4 2023

Jan 25, 2024
BUY
$28.34 - $31.4 $12,696 - $14,067
448 Added 5.77%
8,219 $260 Million
Q3 2023

Oct 18, 2023
BUY
$29.99 - $31.22 $30,469 - $31,719
1,016 Added 15.04%
7,771 $223 Million
Q2 2023

Jul 13, 2023
BUY
$29.33 - $31.46 $198,124 - $212,512
6,755 New
6,755 $209 Million

Others Institutions Holding PFF

# of Institutions
1,134
Shares Held
196M
Call Options Held
176K
Put Options Held
274K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email